Forum Discussion

JacintaGT's avatar
JacintaGT
Experienced User
2 years ago

User Role to access only job reports in accounts tab

We have an employee who has sales & purchases user roles in Accountright but we also would like them to have access to only the Job reports in the Accounts Tab in the reporting section.  I'm not sure...
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Maria6062's avatar
Maria6062
Contributing Cover User
2 months ago

Good morning Sai

 

Thank you so much for your reply.  The Customising reports is wonderful and I have shared it with our team who will find this feature very useful.  

In regard to the Accounts Reporting, this does not appear on Setup, User Access, Company file roles.  We are running MYOB AccountsRight.  We basically need to be able to run a report filtering on the Job Code for purchase information.

 

Kind regards.

Maria

Doreen_P's avatar
Doreen_P
MYOB Moderator
2 months ago

Hey Maria6062,

 

Love that the customising reports info hit the spot and that you have already shared it with the team. In AccountRight, to keep payroll reports out of reach while still letting them run those Job Code purchase reports, you can do this:

 

  • Go to Setup > User Access
  • Open the User Access window and click Manage Roles
  • Select the role
  • Click Reports for that role
  • In the report groups, untick Payroll so they can't access payroll reports

 

You can also check this link about managing users.

 

Cheers,

Doreen

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